AdvicePay + Boords Integrations
Put AdvicePay + Boords to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between AdvicePay and Boords
See the kind of workflows teams build with AdvicePay and Boords below — describe the exact one you want above and the Agent builds it on demand.
Send personal video messages for abandoned shopping carts
When a customer abandons their cart in AdvicePay, send a personalized video message in Boords to encourage them to complete their purchase.
See details
Welcome newly approved affiliates with a custom video
When a new affiliate is approved in AdvicePay, send a personalized welcome video through Boords explaining how to get started.
See details
Post channel updates when new video assets are ready
When a promotional video recording is ready in Boords, send a custom API request from AdvicePay to publish marketing updates.
See details
Browse the full workflow library →
Looking to achieve something else with AdvicePay and Boords?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for AdvicePay and Boords
Everything AdvicePay and Boords can do inside a workflow — the triggers that start one and the actions that run when it fires.
AdvicePay Explore AdvicePay →
AdvicePay is a billing and payment processing platform tailored specifically for fee-for-service financial planning advisors.
TriggersTriggers when an eSign agreement is fully executed by all required signers.
Triggers when an invoice is paid.
Triggers when a subscription is initially activated.
Triggers when a subscription is canceled.
Creates a new client.
Creates a new invoice.
Creates a new subscription.
Gets an invoice by its unique ID.
Gets a subscription by its unique ID.
Gets a list of invoices.
Boords Explore Boords →
Boords is video planning and storyboarding software that helps creative teams collaborate on visual scripts and shot lists.
TriggersTriggers when a storyboard is rendered as an MP4.
Triggers when storyboard images are downloaded as a ZIP file.
Triggers when a project gets a new comment.
Triggers when a storyboard gets a new comment.
Triggers when a storyboard is created.
Creates a new frame.
Creates a new project.
Creates a new storyboard.
Other eCommerce apps on Knit
Explore more eCommerce integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
AbleCommerce
AbleCommerce is an e-commerce platform that allows businesses to build customized online stores and manage digital retail sales.
ablefy
ablefy is an e-commerce platform that enables businesses to market and sell digital products, courses, and memberships.
Amazoner Central
A merchant management web interface that enables brands and third-party merchants to sell products directly on Amazon.
AmeriCommerce
AmeriCommerce is an e-commerce platform that allows merchants to build online stores, manage product catalogs, and process digital sales.
Amilia
Amilia is an e-commerce and registration management platform built for community, recreation, and activity-focused organizations.
Amplifier
Amplifier is an e-commerce fulfillment service that produces, stores, and ships custom physical merchandise and promotional goods for brands.
Asset Panda
An asset tracking and inventory management platform designed to track physical assets, equipment, and tools.
Other Video & Communication apps on Knit
Explore more Video & Communication integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
api.video
api.video is a developer video API platform that enables live streaming, video encoding, hosting, and playback integration.
Article Video Robot
Article Video Robot is an automated video creation tool that converts written text articles and blog posts into animated videos.
Audiogram
A content creation tool that converts audio recordings into engaging social media video clips with automated captions.
Auphonic
Auphonic is an automated audio post-production service that processes, cleans, and balances audio tracks for podcasters and broadcasters.
BHuman
BHuman is a personalized video platform that uses AI technology to generate customized video messages for sales and customer outreach.
Bluedot
An AI screen recording and meeting recorder software that captures, transcribes, and summarizes video meetings.
Bubbles
Bubbles is an asynchronous video messaging platform that allows teams to share screen recordings and collaborate visually.
Buzzvid
Buzzvid is an automated video creation tool that converts articles and text content into promotional videos for marketing.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about AdvicePay + Boords
Is there a pre-built AdvicePay + Boords automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches AdvicePay and Boords's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built AdvicePay or Boords connector?
No. The Agent works whether or not AdvicePay or Boords already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would an e-commerce business connect to a video communication platform?
It allows you to send personalized video messages to shoppers who abandon carts or to welcome newly approved affiliates into your partner program.
Can I automatically message affiliates when they reach commission milestones?
Yes, when an affiliate earns a commission in AdvicePay, you can send a video message in Boords to celebrate their sales performance.